Sr Recordkeeper
Core
Sr Recordkeeper providing administrative and client service support for large, complex defined contribution retirement plan clients, including trust reconciliation, transaction processing, and plan testing.
Role type
Senior individual contributor recordkeeper (retirement plan administration)
Builds
Valuation reports, participant statements, tax/compliance filings, and trust reconciliation data for retirement plan sponsors.
Domain
Financial services / Retirement plan administration
Required skills
Trust reconciliation, defined contribution plan administration, payroll administration, discrimination testing, client reporting, transaction processing, data analysis, mentoring/coaching
Preferred skills
Bachelor's degree, experience with plan sponsors/trustees/third-party providers, knowledge of retirement plan design
Technologies
None explicitly stated
Responsibilities
Train and mentor lower-level recordkeepers; resolve client administrative issues; process plan valuation transactions (contributions, loans, withdrawals); reconcile trust accounting and recordkeeping systems; prepare and distribute client deliverables; consult on plan design and trust matters; support corporate payroll activities.
Seniority
Senior, hands-on IC with mentoring responsibilities